#CharitablePlanning | Explore Tumblr Posts and Blogs

ameycomstat · 3 months

Text

This article offers detailed guidance on charitable planning for financial advisors working with clients interested in making philanthropic contributions. It highlights the importance of understanding various charitable giving vehicles and their specific procedures to meet clients' expectations effectively. Key topics include verifying charity information, providing detailed gift guidance, managing qualified charitable distributions, and navigating donor-advised funds and charitable remainder trusts. The article emphasizes the need for advisors to work closely with clients to develop structured giving plans that align with their philanthropic goals and potential tax benefits

#CharitablePlanning #FinancialAdvisors #Philanthropy #DonorAdvisedFunds #CharitableTrusts #TaxBenefits #StrategicGiving #CharityVerification #QualifiedCharitableDistributions

0 notes

deluxhomehealthcare · 2 years

Photo

You may be eligible for Consumer Directed Services: Participants: ✔️Have active Missouri Medicaid ✔️Be at least 18 years of age ✔️Have a physical disability and/or chronic medical condition such as diabetes that interferes with your ability to care for yourself without assistance ✔️Have the desire and ability to self-direct your own care and select your own attendant ✔️Desire to receive care in your own home To learn more call: 816-298-5655 (Kansas City and surrounding) 314-802-0259 (St. Louis and surrounding) #medicaid #medicare #healthcare #estateplanning #guardianship #elderlaw #attorney #health #lifeinsurance #healthinsurance #financialfreedom #medicalbilling #insurance #probateattorney #trust #financialplanning #personalfinance #money #medical #charitableplanning #plantoday #legalexpert #willplanning #eldercare #ageinplace #homehealthcare #consumerdirectedservices #medicaid #jacksoncounty #missouri https://www.instagram.com/p/Cf9VlAWlkAj/?igshid=NGJjMDIxMWI=

1 note · View note

deluxhomehealthcare · 2 years

Photo

You may be eligible for Consumer Directed Services: Participants: ✔️Have active Missouri Medicaid ✔️Be at least 18 years of age ✔️Have a physical disability and/or chronic medical condition such as diabetes that interferes with your ability to care for yourself without assistance ✔️Have the desire and ability to self-direct your own care and select your own attendant ✔️Desire to receive care in your own home To learn more call: 816-298-5655 (Kansas City and surrounding) 314-802-0259 (St. Louis and surrounding) #medicaid #medicare #healthcare #estateplanning #guardianship #elderlaw #attorney #health #lifeinsurance #healthinsurance #financialfreedom #medicalbilling #insurance #probateattorney #trust #financialplanning #personalfinance #money #medical #charitableplanning #plantoday #legalexpert #willplanning #eldercare #ageinplace #homehealthcare #consumerdirectedservices #medicaid #jacksoncounty #missouri https://www.instagram.com/p/CfMui6PJ9M8/?igshid=NGJjMDIxMWI=

1 note · View note

deluxhomehealthcare · 2 years

Photo

Medicaid Expansion in Missouri 📸 @compasshn What does that mean for you? You may be eligible for Consumer Directed Services: Participants: ✔️Have active Missouri Medicaid ✔️Be at least 18 years of age ✔️Have a physical disability and/or chronic medical condition such as diabetes that interferes with your ability to care for yourself without assistance ✔️Have the desire and ability to self-direct your own care and select your own attendant ✔️Desire to receive care in your own home To learn more call: 816-298-5655 (Kansas City and surrounding) 314-802-0259 (St. Louis and surrounding) #medicaid #medicare #healthcare #estateplanning #guardianship #elderlaw #attorney #health #lifeinsurance #healthinsurance #financialfreedom #medicalbilling #insurance #probateattorney #trust #financialplanning #personalfinance #money #medical #charitableplanning #plantoday #legalexpert #willplanning #morganlegalny #morganlegalgroup #morganlegal #morganlaw #russelmorgan #newyorklawyer #newyorkattorney https://www.instagram.com/p/CdJF-QgMzAG/?igshid=NGJjMDIxMWI=

1 note · View note

deluxhomehealthcare · 2 years

Photo

You may be eligible for Consumer Directed Services: Participants: ✔️Have active Missouri Medicaid ✔️Be at least 18 years of age ✔️Have a physical disability and/or chronic medical condition such as diabetes that interferes with your ability to care for yourself without assistance ✔️Have the desire and ability to self-direct your own care and select your own attendant ✔️Desire to receive care in your own home To learn more call: 816-298-5655 (Kansas City and surrounding) 314-802-0259 (St. Louis and surrounding) #medicaid #medicare #healthcare #estateplanning #guardianship #elderlaw #attorney #health #lifeinsurance #healthinsurance #financialfreedom #medicalbilling #insurance #probateattorney #trust #financialplanning #personalfinance #money #medical #charitableplanning #plantoday #legalexpert #willplanning #morganlegalny #morganlegalgroup #morganlegal #morganlaw #russelmorgan #newyorklawyer #newyorkattorney https://www.instagram.com/p/Cc5Qx5kLrC7/?igshid=NGJjMDIxMWI=

1 note · View note